Promoting understanding & adherence to fiduciary obligations for Plan Sponsors or Service Providers
Every person who impacts a Retirement Plan must demonstrate how their service and practice meet the standards required of fiduciaries. Firms in need of professional Fiduciary Assessments turn to Enterprise Iron’s expertise for guidance.
Fiduciaries are responsible for acting in the sole interest of the plan participants and their beneficiaries while defraying expenses where possible. They should also diversify plan investments and follow the plan documents accordingly. All of these duties must be handled tactfully and with proper due diligence.
Our Team will execute our assessments to ensure that your plan adheres to all of these obligations, requirements, and standards. This practice will help us identify any inefficiencies and inconsistencies that may be putting you at risk and chart the course for improvement.
Contact us today!
Connect With Us
Our Fiduciary Assessments average 12 weeks but vary depending on the size of the organization, scope of review, and depth of analysis.
Our Team Members who hold AIF and AIFA designations provide an added layer of expertise and reliability. You can rest assured that your plan assessment is in good hands. After our thorough process, we help strategize and develop actionable steps toward plan improvement.
Case Study: A Fiduciary Assessment
Our SMEs provided fiduciary oversight and education, recordkeeping administration, and plan consulting services to this client.